For Credit Card claims, Claimants are required to complete every expense line before they can submit the claim for approval.  If one of the expenses is incomplete, or is missing the receipt, Claimants are unable to submit their claims, and it holds up the reconciliation process when Payer/Admin Users cannot finalise claims for payment.  

A new feature has been introduced to allow Claimants to move individual expense lines out of a claim. Claimants can now move expenses from one claim to a new one so that they can submit completed expenses first and move the pending ones to another claim to process them later.

The “Move Expenses” prompt is accessible under the Actions menu for Claimants:

The following screen will appear, and a list of all expenses will be available for selection:

Select the expense item(s) that you would like to move out from the claim, then click ‘Next’:

If the expense is in the same bill cycle period as the source claim and the bill cycle is open, then system will create a new claim and expense will be moved to the new claim.  

Click Confirm to Proceed.

If the expense falls in a bill cycle that is either closed or non-existing, a warning message will be displayed.   The Claimant will need to contact their Prospend Admin Users to reopen the bill cycle.

Note: Claimants cannot choose to add the expense(s) to an existing claim.  They can only create a new claim.

If all claims are valid and are processed,  a new Claim ID number will be generated and a confirmation message will be displayed:

Additional Notes: If multiple expense items fall into the same bill cycle period, they will be moved to a single claim:

Please reach out to our Support Team via the Support Portal if you would like to enable this within you database.